Robert Clark is a registered investment advisor at T. Clark & Associates, based in Parrish, FL, with 9 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 7 clients with $690K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
T. Clark & Associates does not directly manage client investments. Instead, they connect you with third-party money managers. These managers charge a percentage of your assets. T. Clark receives a portion of those fees for connecting you and providing ongoing support. The specific fees charged by the money managers will be disclosed to you before you sign any agreements.
Location
Parrish, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an agent/owner at T. Clark & Associates, Inc., an insurance business, since 2016. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
T. Clark & Associates
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.